My Account Login System Instructions

Transcription

1 My Account Login System Instructions Introduction With ExcalTech s Client Login system, you will have access to your appointments, files, invoices, knowledge base, quotes, tasks, and tickets from wherever you want, so long as you have an internet connection and a computer. This system provides for faster and easier access to all the information that your company needs. In addition to being convenient, Excalibur s Client Login system is also secure. All connections to the system are encrypted with industry-standard 128-bit SSL encryption. This means that all information passed between your computer and the server is encrypted and hidden from prying eyes. Additionally, all sensitive data (such as credit card numbers) is stored in an encrypted format on the server itself, providing another layer of protection. One major advantage of this web-based login system is that you can work on your own timetable. You can view upcoming appointments, add tasks to your task list, or even print out quotes and invoices, all without calling Excalibur. You can also submit tickets at any time you want, even after office hours. Likewise, you can retrieve information at your convenience.

2 700 Fox Glen Getting Started The Client Login page can be reached directly by navigating your web browser to You can also access it by going to the main ExcalTech homepage at and clicking on the My Account link. Logging In To log into the system, you will need a username and password. Each company and user should have a unique set of credentials. If you do not have a system login, please contact your Technology Consultant and request one. Once the Client Login page is loaded, you will see the following:

3 On this page, enter the login information provided to you by Excalibur, and click Log In to log into the Client system.

4 Start Page Figure 1.1 The first thing you notice at the top of this page is your name, followed by your company name. To the right of that is a set of menu links: Home: This link will take you back to this start page from anywhere else in the system. Manage Users: This link will take you to the page where you can manage users for your company. Log Out: This link logs you out of the Client Login system. Below that is a menu that you can use to navigate the entire Client system, and in the middle of the page is a full representation of what is contained in the menu. To start using a section of the Client system, just click on the link you d like to see.

5 Manage Users The Manage Users module allows you to view, edit, and add users. Browse Users Figure 2.1 As shown in figure 2.1, the Browse Users page shows you a list of all active users in Excalibur s Client Login system for your company. Each record lists the user s full name, the user s username, whether or not the user has access to the system, and the date that the user was last updated. Clicking on Edit next to each user will allow you to edit each user s information and portal permissions. Clicking on Delete next to each user will delete the user from the system.

6 Add/Edit User Figure 2.2 When you click on the Edit link or the Add User link, you will the screen pictured in Figure 2.2. If you are editing an existing user, everything but the password fields will be already filled in with whatever data corresponds to that user. If it is a new user, everything will be blank. The first field is where you enter the user s name. After that, the username is the name that the user would use to log into the client portal. We recommend using an address, as that will almost always be unique to each person (e.g.: even if there are two Robert Smiths

7 at your company, their addresses should already be unique). The two password fields should only be filled in if it is a new user account, or if you want to change a password. For example, if you are only changing permissions on an existing user, you do not need to enter the password. You ll notice that to the right of the password field, there will appear a strength meter. This not only shows you the strength of the currently entered password, but it shows you the minimum password strength needed, indicated by the red line, and whether your password is sufficiently strong or not. If your password does not meet the minimum strength requirement, you will not be able to save it. Finally, you have the permissions section. The first item controls whether or not the user will have access to the client portal. If that is unchecked, the other three categories don t matter. When you are finished adding or editing a user, click Save Changes to save.

8 Appointments The Upcoming Appointments section will give you a list of your upcoming appointments, as seen in figure 3.1. Figure 3.1 As you can see, this list will display the title of the appointment, the date and time, and the engineer assigned to the appointment, for all upcoming appointments. Browse Past Appointments The Past Appointments section will give you a list of your past appointments, as seen in figure 3.2. Figure 3.2 As you can see, this list will display the title of the appointment, the date and time, and the engineer assigned to the appointment, for all past appointments.

9 Files The Files module allows you access to files which have been shared by your Technology Consultant from Excalibur s main system. Figure 4.1 As shown in figure 4.1, the Browse Files page shows you an index of all files available to you through the Client Portal. Each file has important file information alongside of it, like the filetype, date of last update, and size. Clicking on the file will allow you to download it to your local system.

10 Invoices The Invoices module allows you to view all invoices that you have in the system. Figure 5.1 As shown in figure 5.1, the Browse Invoices page shows you a list of all the invoices that you have in the system. Each record lists the invoice number, a description of the invoice, the date it was invoiced, and the total for each invoice. Clicking on View next to each record will allow you to view a PDF of the actual invoice, and print it, if you need to.

11 Knowledge Base The Knowledge Base module allows you to view all knowledge base articles that have been shared from Excalibur s main system. Figure 6.1 As shown in figure 6.1, the Browse Knowledge Base Articles page shows you a list of all the knowledge base articles in the system that have been shared with the Client Portal. The list shows the description for each article, the date it was last updated, and the size, in bytes. Clicking on View next to each article will load up that knowledge base article in the window, allowing you to read the full article.

12 Quotes The Quotes module allows you to view all quotes that you have in the system. Figure 8.1 As shown in figure 8.1, the Browse Quotes page shows you a list of all of your quotes in the system. The list shows the quote number for each quote, the description, the date the quote was entered into the system, and the total amount of the quote. Clicking on View next to each quote will allow you to view a PDF of the actual quote, and print it, if you need to.

13 Task List The Task List module allows you to manage all tasks that you have in the system. Create New Task Figure 11.1 When you click on Create New Task, you are presented with the screen seen in figure This is the Create New Task page, and it allows you add new tasks to your task list, which your engineer will consult when on-site. Just fill in the subject, the work requested, priority, and the contact for your company. When you are done, click the Submit Task button to enter the task in to the system.

14 Browse Current Tasks Figure 11.2 As shown in figure 11.2, the Browse Open Tasks page shows you a list of all of tasks in the system which are currently marked as Open. The list shows the subject, status, contact, and priority of each task, as well as the date of the last update on the task. Clicking on View next to each task will load up that task in the editing page. That way, you change details about the task, if you need to. Browse Past Tasks

15 Figure 11.3 As shown in figure 11.3, the Browse Completed Tasks page shows you a list of all of tasks in the system which are currently marked as Closed. The list shows the subject, status, contact, and priority of each task, as well as the date of the last update on the task. Clicking on View next to each task will load up that task in the editing page. That way, you change details about the task, if you need to.

16 Tickets The Tickets module allows you to view all tickets that you have in the system, as well as open new tickets. Open New Ticket Figure 10.1 When you click on Open New Ticket, you are presented with the screen seen in figure This is the New Ticket page, and it allows you submit support tickets into the system, where an engineer can address your issue. Just fill in the subject, select what type of ticket it is, from the list, type in a contact name for the ticket, and a short description of the problem. When you are done, click the Submit Ticket button to enter the ticket in to the system.

17 Browse Tickets Figure 10.2 As shown in figure 10.2, the Browse Tickets page shows you a list of all of your tickets in the system. The list shows the ticket number for each ticket, the ticket description, the date of the last update to the ticket, the status of the ticket, and the engineer assigned to each ticket. Clicking on View next to each ticket will allow you to view a PDF of the actual ticket, and print it, if you need to.

18 Appendix A Client Portal Information Use this section to record all information about your client portal. Client portal web address: Client portal username: Client portal password: